Rajinder Singh
Portfolio Manager
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Pendal Australian Specialised Retirement Income Portfolio
Fund Information
| Fund Facts | |
|---|---|
| Investment Strategy | Pendal employs a bottom up, fundamental approach to build a diversified portfolio of Australian shares where the majority of active risk and outperformance is driven by stock selection. The portfolio focuses on both capital growth and delivering a higher than market yield and franking credits but no considerations for Capital Gains Tax (CGT) allowing for higher turnover to drive returns. |
| Investment Objective | The objective of the Model Portfolio is to outperform the S&P/ASX 300 Accumulation index. |
| Number of stocks | 15-35 |
| Sector limits | Australian Shares ex A-REITS 60% - 98%; A-REITS 0% - 30%; Cash 2% - 10% |
| Platform access | BT Panorama, IRESS |
| Benchmark | S&P/ASX 300 (TR) Index |
Prices & Distributions
Unit Price
| Date | Entry | Exit |
|---|---|---|
| 27 Feb 2026 | $1.952900 | $1.944300 |